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Portfolio (Quarterly) Guide ↗

BANCO BILBAO VIZCAYA ARGENTARIA, S.A.

· CIK 0000842180
13F Portfolio $14.3B AUM 726 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 41 New 252 Added 369 Reduced 39 Exited
Page 14 of 19  ·  369 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 CCL CARNIVAL CORP Consumer Cyclical 38,667.0 $998K 0.01% -49K -56.0% $25.80 +19.7%
262 EFA ISHARES MSCI EAFE ETF 10,377.0 $988K 0.01% -35K -77.3% $95.18 +9.7%
263 IRM IRON MTN INC DEL Real Estate 9,386.0 $958K 0.01% -64K -87.3% $102.12 +25.2%
264 HSY HERSHEY CO Consumer Defensive 4,594.0 $955K 0.01% -5K -54.5% $207.81 -16.9%
265 EXPAND ENERGY CORPORATION 8,654.0 $954K 0.01% -325.0 -3.6% $110.27
266 KVUE KENVUE INC Consumer Defensive 54,776.0 $944K 0.01% -853K -94.0% $17.24 +5.1%
267 DOW DOW INC Basic Materials 22,024.0 $917K 0.01% -21K -48.3% $41.65 -23.8%
268 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 16,462.0 $904K 0.01% -7K -30.6% $54.90 -5.5%
269 APA APA CORPORATION Energy 20,871.0 $895K 0.01% -3K -10.8% $42.90 -23.0%
270 EXR EXTRA SPACE STORAGE INC Real Estate 6,763.0 $887K 0.01% -46K -87.3% $131.08 +10.9%
271 DOV DOVER CORP Industrials 4,212.0 $878K 0.01% -115.0 -2.7% $208.44 +7.3%
272 AWK AMERICAN WTR WKS CO INC NEW Utilities 6,330.0 $862K 0.01% -228.0 -3.5% $136.25 -8.2%
273 CPRT COPART INC Industrials 25,460.0 $845K 0.01% -57K -69.1% $33.20 -8.9%
274 EFX EQUIFAX INC Industrials 4,686.0 $842K 0.01% -834.0 -15.1% $179.66 -14.3%
275 NI NISOURCE INC Utilities 17,754.0 $828K 0.01% -809.0 -4.4% $46.64 +1.3%
276 IEX IDEX CORP Industrials 4,375.0 $823K 0.01% -504.0 -10.3% $188.07 +19.6%
277 VRSK VERISK ANALYTICS INC Industrials 4,277.0 $812K 0.01% -13K -74.7% $189.75 -7.6%
278 KBE SPDR S&P BANK ETF 13,799.0 $811K 0.01% -7K -32.8% $58.74 +11.9%
279 WULF TERAWULF INC Financial Services 58,205.0 $810K 0.01% -4K -7.0% $13.91 +100.3%
280 CTRA COTERRA ENERGY INC Energy 22,714.0 $799K 0.01% -645.0 -2.8% $35.17 -7.4%
Page 14 of 19  ·  369 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 34.4%
Technology 31.3%
Communication Services 10.5%
Consumer Cyclical 7.0%
Healthcare 6.7%
Consumer Defensive 2.7%
Industrials 2.6%
Energy 1.9%
Basic Materials 1.3%
Utilities 1.0%